Paraplanner

Job Advert: Paraplanner
Location: Hybrid (Multiple offices in Scotland)
About:
This is an opportunity to become part of a leading financial services company specialising in providing personalised investment solutions to individuals and businesses. With a strong commitment to delivering exceptional client service and a focus on long-term financial planning, this business has established a reputation for excellence in the industry.
Role:
As a Paraplanner, you will play a key role in supporting a team of financial planners in delivering comprehensive financial planning and investment advice to their clients.
Responsibilities:
- Conduct thorough research and analysis on clients' financial situations, including their income, assets, and liabilities
- Prepare detailed financial reports, investment analysis, and recommendations to assist financial planners in developing suitable financial plans
- Collaborate closely with financial planners to gather necessary information and ensure accurate and relevant documentation for client meetings
- Assist in the preparation of client presentations and investment proposals
- Stay up-to-date with industry regulations, products, and market trends to provide informed recommendations and advice
- Maintain accurate client records and ensure compliance with data protection and confidentiality policies
Requirements:
- Previous experience as a Paraplanner or in a similar role within the financial services industry
- Strong knowledge of financial planning concepts, investment products, and regulations
- Excellent analytical and research skills with keen attention to detail
- Strong communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and concise manner
- A professional and client-focused approach, with the ability to build and maintain strong relationships
Qualifications:
- Hold (or working towards) CII Level 4 Diploma in Regulated Financial Planning
Benefits:
- Competitive salary and performance-based bonuses
- Pension scheme
- Hybrid working model
- Professional development opportunities
- Supportive and collaborative work environment
If you are a passionate and driven individual with a strong background in financial planning and a desire to provide exceptional client service, we would love to hear from you.
APPLY NOW to become part of a dynamic team dedicated to helping clients achieve their financial goals.
For further information, contact Chris.Tracey@search.co.uk with the subject line "Paraplanner Application".

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.